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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

395 hedge funds and large institutions have $3.34B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 140 increasing their positions, 169 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-19
Holders Change %
-4.59%
% of All Funds
5.75%
Holding in Top 10
24
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.24%
% of All Funds
0.35%
New
32
Increased
140
Reduced
169
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Gratus Capital
Georgia
$27.8M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$112M
3
Bank of America
Bank of America
North Carolina
$188M
4
Morgan Stanley
Morgan Stanley
New York
$16.6M
5
CA
Capital Advantage
California
$46.9M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$219M
2
UBS Group
UBS Group
Switzerland
$160M
3
CCA
Clearwater Capital Advisors
Illinois
$305K
4
BlackRock
BlackRock
New York
$198M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWS
401
Wellington Wealth Strategies
Indiana
– -$3.19M -63,190 Closed
BBA
402
Braun-Bostich & Associates
Pennsylvania
– -$2.87M -56,776 Closed
CCM
403
Crabel Capital Management
California
– -$1.42M -28,150 Closed
Bank of New York Mellon
404
Bank of New York Mellon
New York
– -$1.37M -27,002 Closed
Millennium Management
405
Millennium Management
New York
– -$770K -15,225 Closed
BFA
406
Bright Financial Advisors
Michigan
– -$2.64M -14,859 Closed
CGA
407
Crescent Grove Advisors
Illinois
– -$692K -13,693 Closed
BPA
408
Beacon Pointe Advisors
California
– -$612K -12,104 Closed
CAM
409
Crestone Asset Management
Colorado
– -$554K -10,953 Closed
TSS
410
Two Sigma Securities
New York
– -$491K -9,705 Closed
PI
411
PFG Investments
New York
– -$491K -9,703 Closed
GAM
412
Gould Asset Management
California
– -$469K -9,268 Closed
LNC
413
Lincoln National Corp
Pennsylvania
– -$446K -8,826 Closed
SWP
414
Significant Wealth Partners
Illinois
– -$384K -7,600 Closed
PMA
415
Prudent Man Advisors
Illinois
– -$381K -7,537 Closed
Truist Financial
416
Truist Financial
North Carolina
– -$369K -7,306 Closed
SWA
417
Strata Wealth Advisors
Texas
– -$365K -7,225 Closed
KFGK
418
Keystone Financial Group (Kentucky)
Kentucky
– -$344K -6,811 Closed
ARG
419
Advisory Resource Group
Oklahoma
– -$299K -5,909 Closed
PA
420
Pinnacle Associates
New York
– -$278K -5,498 Closed
PWMAG
421
Pinnacle Wealth Management Advisory Group
New Jersey
– -$278K -5,498 Closed
CPWM
422
Cypress Point Wealth Management
Texas
– -$278K -5,490 Closed
BTWM
423
Baker Tilly Wealth Management
Wisconsin
– -$256K -5,060 Closed
BWM
424
Birchcreek Wealth Management
Ohio
– -$252K -4,988 Closed
SCA
425
Snowden Capital Advisors
New York
– -$248K -4,914 Closed
14 15 16
17
18